Aug. 8 at 4:52 AM
Two big things on
$PIII. First, I dont think I can adequately stress how important this earnings call is. If they can show they are tracking to deliver on guidance, this stock could rocket up 5-15x in the coming months. This is soooooo undervalued, for good reason. But, the debt and cash burn wont be as much of an issue IF they deliver on guidance. I really like Coffman and trust he is the guy for the job.
Second, I feel like the change of focus towards profitability, the connections to Optum(former CEO Abdou, Ceo Coffman, CFO Peterson, cofounder of Chicago Pacific Larry Leisure). I think they all have ties that Optum knows about and will make a deal with. Plus, p3 abandoned their tiny presence in florida to consolidate their network. To me, All these signs point to aquisition, probably by Optum. Probably mid 2026 if I had to guess.
This is a brutal one to continue to follow, but we cant be blind to the crazy and quick upside potential here.
